{"pageTitle":"Form Templates","jsonFeedLink":"https:\/\/support.powform.com\/wp-json\/support\/api\/v1\/page\/?postType=templates","breadcrumbs":[{"text":"Form Templates","path":"\/templates\/"}],"metaTitle":"Free Form Templates to Get Started Fast","metaDescription":"Create professional forms effortlessly with Powform\u2019s free templates. Customize them to fit your needs\u2014no coding required.","articles":[{"id":971,"title":"Mortgage Application","content":"<p><span style=\"font-weight: 400;\">A mortgage application is one of the first steps in obtaining financing for a real estate purchase, be it a residential, commercial or other type of property. With a form and a subsequent branded web app, you can easily determine whether an applicant qualifies or not for a mortgage.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, this template is easy to understand and fill out, allowing you to focus more time on data analysis or customer service. Learn more about it below!<\/span><\/p>\n","excerpt":"A mortgage application is one of the first steps in obtaining financing for a real estate purchase, be it a residential, commercial or other type of property. With a form, you can easily determine whether an applicant qualifies or not for a mortgage.\r\nAlso, this template is easy to understand and fill out, allowing you to focus more time on data analysis or customer service. \r\n","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/credit-union-multi-views-700x524.png","width":700,"height":524,"zoom":1,"alt":"mortgage application credit union multi views","title":"mortgage application credit union multi views","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"200","title":"Agriculture","description":"","metaTitle":null,"metaDescription":null,"term":"agriculture","count":7,"path":"\/templates\/industry\/agriculture","updated":1769873228,"status":"publish","order":"0"},{"id":"222","title":"Financial Services","description":"","metaTitle":null,"metaDescription":null,"term":"financial-services","count":12,"path":"\/templates\/industry\/financial-services","updated":1769873228,"status":"publish","order":"0"},{"id":"205","title":"General Retail","description":"","metaTitle":null,"metaDescription":null,"term":"retail","count":7,"path":"\/templates\/industry\/retail","updated":1769873228,"status":"publish","order":"0"},{"id":"207","title":"Manufacturing","description":"","metaTitle":null,"metaDescription":null,"term":"manufacturing","count":8,"path":"\/templates\/industry\/manufacturing","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":1770,"formId":"c99c2536-5009-4027-a99e-0cdee6700e1b","contentSections":[{"type":"image_left","title":"Sections of this template","content":"<p><span style=\"font-weight: 400;\">As a mortgage application is a multiple step process, a form should contain basic information about the clients. For that, this template includes the following sections:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Applicant&#8217;s personal information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Information about the property<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Applicant&#8217;s assets<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Employment, income and credit<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Application status<\/span><\/li>\n<\/ul>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/credit-union-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"mortgage application credit union right left source","title":"mortgage application credit union right left source","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this template","content":"<p><span style=\"font-weight: 400;\">Our template aims to make the mortgage application process simpler for both your team and your clients.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Integrated and seamless experience<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Instead of building two forms for your applicants (one for single applicants and another for joint applicants), our template can be applied for both.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Right off the bat we ask if two people are applying and we use <\/span><a href=\"https:\/\/www.powform.com\/blog\/no-code-apps\/conditional-logic-how-to-personalise-your-form-experience\"><span style=\"font-weight: 400;\">Conditional Logic (CL)<\/span><\/a><span style=\"font-weight: 400;\"> to generate additional questions about the second applicant.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We also use the CL feature to show other questions depending on the respondent&#8217;s choices. For example, we first ask if the applicants own any property. If they say yes, additional fields asking for more details appear.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Easy confirmation and follow-up<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Powform lets you <\/span><a href=\"https:\/\/www.powform.com\/features\/messaging\/in-app-messaging-introduction\"><span style=\"font-weight: 400;\">create email or SMS templates<\/span><\/a><span style=\"font-weight: 400;\"> that confirm to your clients that their information has been received. Also, you can develop more follow-up templates to communicate more easily with your borrowers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, after receiving and filtering in Powform\u2019s database, you can use email or SMS templates. This will enable you to quickly tell a client if they are qualified or not for the next step of the application.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Customisation<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Our template is fully customisable. If you need any more information about your client, you can add more fields by dragging-and-dropping components and personalising it with CL. Also, add your brand&#8217;s visual identity, such as the logo, main colours, and background, to reinforce your brand.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for your customers.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-975 aligncenter\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/credit-union-multi-views.png\" alt=\"mortgage application credit union multi views\" width=\"1021\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/credit-union-multi-views.png 1021w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/credit-union-multi-views-300x214.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/credit-union-multi-views-768x548.png 768w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" \/><\/p>\n","featuredImages":[]},{"type":"image_right","title":"Build your own App","content":"<p><span style=\"font-weight: 400;\">This template is not static and you can customise it in any way you want to. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add or remove pages;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit, add or remove fields;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply conditional logic;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow your prospects to upload files;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Add branding according to your brand guidelines; and more; you can learn about our features <\/span><a href=\"https:\/\/www.powform.com\/features\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/credit-union-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"mortgage application credit union right left source","title":"mortgage application credit union right left source","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/mortgage-application","age":"38 seconds ago","name":"mortgage-application","uniqueId":"6414e3f3722db","metaTitle":"Easy Mortgage Application Form \u2013 Customisable Template | Powform","metaDescription":"Simplify mortgage applications with Powform\u2019s customizable form template\u2014enhance user experience and speed up approvals.","updated":1769873190,"status":"publish","order":0},{"id":885,"title":"Purchase Order Form","content":"<p><span style=\"font-weight: 400;\">An order form is the document buyers use to request merchandise from a seller, which can be a retailer, manufacturer or wholesaler. You may also find it as a sales order form, inventory order form, or service order form.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our form is designed to allow your clients to complete buying orders as quickly as possible, but without missing any relevant information. This template is ready-to-use, but can be customised in Powform's form builder.<\/span><\/p>\n","excerpt":"An order form is the document buyers use to request merchandise from a seller, which can be a retailer, manufacturer or wholesaler. You may also find it as a sales order form, inventory order form, or service order form.\r\nOur form is designed to allow your clients to complete buying orders as quickly as possible, but without missing any relevant information. This template is ready-to-use, but can be customised in Powform's form builder.","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/all-goodsmulti-screen-mockups-700x524.png","width":700,"height":524,"zoom":1,"alt":"all goods multi screen mockups","title":"all goods multi screen mockups","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"200","title":"Agriculture","description":"","metaTitle":null,"metaDescription":null,"term":"agriculture","count":7,"path":"\/templates\/industry\/agriculture","updated":1769873228,"status":"publish","order":"0"},{"id":"201","title":"Computing","description":"","metaTitle":null,"metaDescription":null,"term":"computer","count":7,"path":"\/templates\/industry\/computer","updated":1769873228,"status":"publish","order":"0"},{"id":"202","title":"Education","description":"","metaTitle":null,"metaDescription":null,"term":"education","count":9,"path":"\/templates\/industry\/education","updated":1769873228,"status":"publish","order":"0"},{"id":"203","title":"Energy","description":"","metaTitle":null,"metaDescription":null,"term":"energy","count":6,"path":"\/templates\/industry\/energy","updated":1769873228,"status":"publish","order":"0"},{"id":"204","title":"Food","description":"","metaTitle":null,"metaDescription":null,"term":"food","count":9,"path":"\/templates\/industry\/food","updated":1769873228,"status":"publish","order":"0"},{"id":"205","title":"General Retail","description":"","metaTitle":null,"metaDescription":null,"term":"retail","count":7,"path":"\/templates\/industry\/retail","updated":1769873228,"status":"publish","order":"0"},{"id":"206","title":"Healthcare","description":"","metaTitle":null,"metaDescription":null,"term":"healthcare","count":3,"path":"\/templates\/industry\/healthcare","updated":1769873228,"status":"publish","order":"0"},{"id":"207","title":"Manufacturing","description":"","metaTitle":null,"metaDescription":null,"term":"manufacturing","count":8,"path":"\/templates\/industry\/manufacturing","updated":1769873228,"status":"publish","order":"0"},{"id":"208","title":"Pharmaceutical","description":"","metaTitle":null,"metaDescription":null,"term":"pharma","count":3,"path":"\/templates\/industry\/pharma","updated":1769873228,"status":"publish","order":"0"},{"id":"209","title":"Telecommunications","description":"","metaTitle":null,"metaDescription":null,"term":"telecommunications","count":7,"path":"\/templates\/industry\/telecommunications","updated":1769873228,"status":"publish","order":"0"},{"id":"210","title":"Transport","description":"","metaTitle":null,"metaDescription":null,"term":"transport","count":11,"path":"\/templates\/industry\/transport","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":1780,"formId":"8217add2-2189-4004-9f09-424b02f2107e","contentSections":[{"type":"image_left","title":"Sections of this template","content":"<p>In this template your client will find the following categories:<\/p>\n<ul>\n<li>Your Company Details<\/li>\n<li>Shipping Address<\/li>\n<li>Vendor Details<\/li>\n<li>Purchase Order Details<\/li>\n<li>Ordered Items<\/li>\n<\/ul>\n<p>Our form builder allows you to change the name, description, and options of every page, field, and component.<\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/purchase-order-form-dashboard-2.png","width":667,"height":668,"zoom":1,"alt":"Purchase Order Form","title":"purchase-order-form-dashboard","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this template","content":"<p>Instead of having a lengthy form with all fields on only one page (which is tiresome for your prospects). We broke down the application\u2019s categories into different pages to improve your clients\u2019 experience.<\/p>\n<p>Don\u2019t present a generic form to your customers. Make sure your brand is recognisable to your clients by adding your logo and colors to the form.<\/p>\n<p>Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for our customers to complete.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-969 aligncenter\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/all-goodsmulti-screen-mockups.png\" alt=\"all goods multi screen mockups\" width=\"994\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/all-goodsmulti-screen-mockups.png 994w, https:\/\/support.powform.com\/app\/uploads\/2023\/02\/all-goodsmulti-screen-mockups-300x219.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/02\/all-goodsmulti-screen-mockups-768x562.png 768w\" sizes=\"(max-width: 994px) 100vw, 994px\" \/><\/p>\n","featuredImages":[]},{"type":"image_right","title":"Build your own form","content":"<p>This template is not static and you can customize it any way you want to. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/p>\n<ul>\n<li>Add or remove pages<\/li>\n<li>Edit, add or remove fields<\/li>\n<li>Apply conditional logic<\/li>\n<li>Allow your prospects to upload files<\/li>\n<li>Add branding according to your brand guidelines; and more; you can learn about our features <a href=\"#\">here<\/a><\/li>\n<\/ul>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/purchase-order-form-dashboard-1.png","width":667,"height":668,"zoom":1,"alt":"Purchase Order Form","title":"purchase-order-form-dashboard","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/purchase-order-form","age":"38 seconds ago","name":"purchase-order-form","uniqueId":"63e1f83b7c9f3","metaTitle":"Purchase Order Form Template | Powform Forms","metaDescription":"Streamline your procurement process with Powform\u2019s customizable Purchase Order Form template. Manage orders efficiently online.","updated":1769873190,"status":"publish","order":0},{"id":995,"title":"Current Account Opening Application","content":"<p><span style=\"font-weight: 400;\">Account opening forms are filled in by someone who is opening a new account with a bank, credit union, or other financial institution. It provides all of the information required by a bank to create an account for your client.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You don\u2019t need to have your clients fill out paper forms that need to be scanned or uploaded to your system. With an online form, they can provide all the data directly from a desktop or mobile phone.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Even better, this template is ready to use and can be quickly customised if you need it. Check out how it works!<\/span><\/p>\n","excerpt":"Account opening forms are filled in by someone who is opening a new account with a bank, credit union, or other financial institution. It provides all of the information required by a bank to create an account for your client.\r\nYou don\u2019t need to have your clients fill out paper forms that need to be scanned or uploaded to your system. With an online form, they can provide all the data directly from a desktop or mobile phone.\r\nEven better, this template is ready to use and can be quickly customised if you need it. Check out how it works!\r\n","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-multi-views-700x524.png","width":700,"height":524,"zoom":1,"alt":"current account","title":"current account","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"222","title":"Financial Services","description":"","metaTitle":null,"metaDescription":null,"term":"financial-services","count":12,"path":"\/templates\/industry\/financial-services","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":1859,"formId":"5cd2870e-27cd-4408-98f1-5c1c278651f2","contentSections":[{"type":"image_right","title":"Sections of this template","content":"<p><span style=\"font-weight: 400;\">A banking account should be as simple as possible and include all the basic information about the client. That\u2019s why our template is divided into the following sections:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personal information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Account information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Financial information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Documents uploading<\/span><\/li>\n<\/ul>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"current account","title":"current account","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this template","content":"<p><span style=\"font-weight: 400;\">This template has exclusive benefits that physical paper cannot provide. Check them out.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Better user experience<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A physical document needs to contain many fields, since your clients can be new or established, or want to open a joint or sole account.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Powform\u2019s templates, you can show only the necessary fields according to your client&#8217;s profile. For example, if your client selects a joint account, new fields asking for information about the secondary account owner will appear.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additional information can also be provided if the user says he is already an existing client and desires to change an already existing account.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All of that is possible thanks to <\/span><a href=\"https:\/\/www.powform.com\/blog\/no-code-apps\/conditional-logic-how-to-personalise-your-form-experience\"><span style=\"font-weight: 400;\">Conditional Logic (CL)<\/span><\/a><span style=\"font-weight: 400;\">, which eliminates unnecessary paperwork and makes the form easier to fill.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Fully customisable<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This template is ready to use, but you can use Powform&#8217;s form builder to add more fields or change the information. For example, you can insert in the form what are the requirements for opening an account, informing your users immediately about these conditions.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">More credibility<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The more credibility your business has, the more your clients will feel confident in providing their personal and financial information.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When your template is ready to be exported into a Web App, you can add your logo, brand\u2019s color and a background, which will appear at the top of your form. By inserting your brand\u2019s visual identity, your clients are sure they are filling out a legit form, eliminating the fear of scams.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Easy contact with your client<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Prepare SMS and email templates for your clients if an account is being opened, if they don\u2019t meet the requirements, if their documents are not accepted, etc. Thanks to Powform\u2019s <\/span><a href=\"https:\/\/www.powform.com\/features\/messaging\/in-app-messaging-introduction\"><span style=\"font-weight: 400;\">In App Messaging<\/span><\/a><span style=\"font-weight: 400;\"> feature, you can see how easily you can create these templates and send messages.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">File uploading<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your clients don\u2019t need to mail their documents. In this template we instruct clients to upload a photo ID and address proof. But you can quickly edit the message and request additional documents. This can be done directly through their phones, boosting their experience with your bank.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for your customers.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-996 aligncenter\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-multi-views.png\" alt=\"current account\" width=\"989\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-multi-views.png 989w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-multi-views-300x220.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-multi-views-768x563.png 768w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-multi-views-110x82.png 110w\" sizes=\"(max-width: 989px) 100vw, 989px\" \/><\/p>\n","featuredImages":[]},{"type":"image_left","title":"Build your own App","content":"<p><span style=\"font-weight: 400;\">This template is not static and you can customise it however you want. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use the <\/span><a href=\"https:\/\/www.powform.com\/features\/file-uploads\/form-fields-advanced-file-upload\"><span style=\"font-weight: 400;\">file upload feature<\/span><\/a><span style=\"font-weight: 400;\"> to ask for documentation;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add or remove pages;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit, add or remove fields;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply conditional logic;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow your prospects to upload files;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">There are still many other features that can be used in the form creation dashboard to personalise this template! <\/span><a href=\"https:\/\/www.powform.com\/features\"><span style=\"font-weight: 400;\">Learn more about them here<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/current-account-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"current account","title":"current account","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/current-account-opening-application","age":"39 seconds ago","name":"current-account-opening-application","uniqueId":"642586bac0cef","metaTitle":"Open a Current Account with Ease | Powform Template","metaDescription":"Use our secure current account application form to streamline account openings for banks and financial institutions.","updated":1769873189,"status":"publish","order":0},{"id":985,"title":"Car Loan Application","content":"<p><span style=\"font-weight: 400;\">The Car Loan Application Form is an online form used by financial institutions or any business to allow individuals to apply for a car loan. It collects information from a potential borrower to determine if they are qualified for the loan or not.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our template collects all of the basic information needed in the first step of a car loan application. However, you can add more sections asking for more information if needed. Keep reading to learn how this template works!<\/span><\/p>\n","excerpt":"The Car Loan Application Form is an online form used by financial institutions or any business to allow individuals to apply for a car loan. It collects information from a potential borrower to determine if they are qualified for the loan or not.\r\nOur template collects all of the basic information needed in the first step of a car loan application. However, you can add more sections asking for more information if needed. Keep reading to learn how this template works!\r\n","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/loan-app-multi-views-700x524.png","width":700,"height":524,"zoom":1,"alt":"loan app multi views","title":"loan app multi views","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"222","title":"Financial Services","description":"","metaTitle":null,"metaDescription":null,"term":"financial-services","count":12,"path":"\/templates\/industry\/financial-services","updated":1769873228,"status":"publish","order":"0"},{"id":"210","title":"Transport","description":"","metaTitle":null,"metaDescription":null,"term":"transport","count":11,"path":"\/templates\/industry\/transport","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":1787,"formId":"cab2804b-88b4-453e-a133-58ca4593dfea","contentSections":[{"type":"image_left","title":"Sections of this template","content":"<p><span style=\"font-weight: 400;\">As you need to collect information about the borrowers, their debts, the loan itself and the repayment options, this template is broken down into the following sections:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personal information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Civil and financial status<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Information about the loan<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Repayment options<\/span><\/li>\n<\/ul>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/loan-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"","title":"loan","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this template","content":"<p><span style=\"font-weight: 400;\">Our template is easy to fill out, simple to configure and comes with all the configuration necessary to be ready to use. But it also offers other benefits.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Multipurpose template<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This template is very flexible and can be used for various purposes, such as purchasing a new gas or green car, repairing a car or getting insurance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also offer a completely new loan or a top up loan, which is an additional credit offered over or above an existing loan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thanks to this template\u2019s completeness and its versatility, you can serve more clients with a single form.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Seamless and easy filling<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">We use <\/span><a href=\"https:\/\/www.powform.com\/features\/conditional-logic\/conditiona-logic-general-rules\"><span style=\"font-weight: 400;\">Conditional Logic (CL)<\/span><\/a><span style=\"font-weight: 400;\"> to make new fields appear depending on the information your clients provide. For example, if they are asking for a top up loan, new questions automatically will come up about this type of loan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your clients won\u2019t need to read or reply to unnecessary questions, improving the user experience.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Easy communication with clients<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While exporting your form into a Web App, you can select which email addresses Powform will send the form to. You can also set up specific email or SMS messages that will automatically be delivered to your clients when they fill out the form.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s also possible to prepare follow-up messages to quickly tell your clients if they qualify for the next step of the application or not.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To learn more, read about Powform\u2019s <\/span><a href=\"https:\/\/www.powform.com\/features\/messaging\/in-app-messaging-introduction\"><span style=\"font-weight: 400;\">In App Messaging<\/span><\/a><span style=\"font-weight: 400;\"> feature!<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Fully customisable<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is a simple template that can be complemented with more fields asking for more information.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say you want to set up requirements for a top up loan. We provided a Content Component with a few requirements, but you are free to delete or edit it according to your business\u2019 terms and conditions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before exporting the form into a Web App, you can add your logo, a background and your brand\u2019s colour. This will make your form look more professional, reinforce your brand and make it more memorable for your clients.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for your customers.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-986 aligncenter\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/loan-app-multi-views.png\" alt=\"loan app multi views\" width=\"1006\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/loan-app-multi-views.png 1006w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/loan-app-multi-views-300x214.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/loan-app-multi-views-768x549.png 768w\" sizes=\"(max-width: 1006px) 100vw, 1006px\" \/><\/p>\n","featuredImages":[]},{"type":"image_right","title":"Build your own App","content":"<p><span style=\"font-weight: 400;\">This template is not static and you can customise it in any way you want to. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use the <\/span><a href=\"https:\/\/www.powform.com\/features\/file-uploads\/form-fields-advanced-file-upload\"><span style=\"font-weight: 400;\">file upload feature<\/span><\/a><span style=\"font-weight: 400;\"> to ask for documentation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add or remove pages<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit, add or remove fields<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply conditional logic<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow your prospects to upload files<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">There are still many other features that can be used in the form creation dashboard to personalise this template! <\/span><a href=\"https:\/\/www.powform.com\/features\"><span style=\"font-weight: 400;\">Learn more about them here<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/loan-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"","title":"loan","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/car-loan-application","age":"39 seconds ago","name":"car-loan-application","uniqueId":"641ada7a7ee6e","metaTitle":"Apply for a Car Loan Online with Powform\u2019s Easy Form","metaDescription":"Simplify your car loan application with Powform. Fill out a secure online form, submit details instantly, and get faster loan processing.","updated":1769873189,"status":"publish","order":0},{"id":977,"title":"Invoice Payment App","content":"<p><span style=\"font-weight: 400;\">A customer bill or invoice form is a document a seller sends to a buyer to collect payment information. Its main purpose is to ensure a business gets paid by its clients. For that, this form collects information about the consumer, their credit card and the invoice itself.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This template is simple and compact, allowing any business to use it. Nevertheless, you can customise it to add more sections or to integrate it with payment processors!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Basically any business that offers any kind of product or service can send an invoice to its clients. Check out the list of industries that benefit from it:<\/span><\/p>\n","excerpt":"A customer bill or invoice form is a document a seller sends to a buyer to collect payment information. Its main purpose is to ensure a business gets paid by its clients. For that, this form collects information about the consumer, their credit card and the invoice itself.\r\n\r\nThis template is simple and compact, allowing any business to use it. Nevertheless, you can customise it to add more sections or to integrate it with payment processors!","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/invoice-payment-application-multi-screen-mockups-3-700x524.png","width":700,"height":524,"zoom":1,"alt":"invoice payment app","title":"invoice payment app","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"200","title":"Agriculture","description":"","metaTitle":null,"metaDescription":null,"term":"agriculture","count":7,"path":"\/templates\/industry\/agriculture","updated":1769873228,"status":"publish","order":"0"},{"id":"201","title":"Computing","description":"","metaTitle":null,"metaDescription":null,"term":"computer","count":7,"path":"\/templates\/industry\/computer","updated":1769873228,"status":"publish","order":"0"},{"id":"202","title":"Education","description":"","metaTitle":null,"metaDescription":null,"term":"education","count":9,"path":"\/templates\/industry\/education","updated":1769873228,"status":"publish","order":"0"},{"id":"203","title":"Energy","description":"","metaTitle":null,"metaDescription":null,"term":"energy","count":6,"path":"\/templates\/industry\/energy","updated":1769873228,"status":"publish","order":"0"},{"id":"222","title":"Financial Services","description":"","metaTitle":null,"metaDescription":null,"term":"financial-services","count":12,"path":"\/templates\/industry\/financial-services","updated":1769873228,"status":"publish","order":"0"},{"id":"204","title":"Food","description":"","metaTitle":null,"metaDescription":null,"term":"food","count":9,"path":"\/templates\/industry\/food","updated":1769873228,"status":"publish","order":"0"},{"id":"205","title":"General Retail","description":"","metaTitle":null,"metaDescription":null,"term":"retail","count":7,"path":"\/templates\/industry\/retail","updated":1769873228,"status":"publish","order":"0"},{"id":"206","title":"Healthcare","description":"","metaTitle":null,"metaDescription":null,"term":"healthcare","count":3,"path":"\/templates\/industry\/healthcare","updated":1769873228,"status":"publish","order":"0"},{"id":"207","title":"Manufacturing","description":"","metaTitle":null,"metaDescription":null,"term":"manufacturing","count":8,"path":"\/templates\/industry\/manufacturing","updated":1769873228,"status":"publish","order":"0"},{"id":"208","title":"Pharmaceutical","description":"","metaTitle":null,"metaDescription":null,"term":"pharma","count":3,"path":"\/templates\/industry\/pharma","updated":1769873228,"status":"publish","order":"0"},{"id":"209","title":"Telecommunications","description":"","metaTitle":null,"metaDescription":null,"term":"telecommunications","count":7,"path":"\/templates\/industry\/telecommunications","updated":1769873228,"status":"publish","order":"0"},{"id":"210","title":"Transport","description":"","metaTitle":null,"metaDescription":null,"term":"transport","count":11,"path":"\/templates\/industry\/transport","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":1731,"formId":"15bfaf7c-bd3e-499f-8db5-951619b561d4","contentSections":[{"type":"image_left","title":"Sections of this template","content":"<p><span style=\"font-weight: 400;\">This template asks for basic information from your client, making it compact, yet complete and useful for any business. Its sections are:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personal information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Invoice information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Payment details<\/span><\/li>\n<\/ul>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/invoice-app-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"invoice app","title":"invoice app","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this template","content":"<p><span style=\"font-weight: 400;\">An invoice form should be as easy to fill as possible to eliminate barriers and streamline the paying process for your clients. Apart from being simple, this template offers other benefits.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Integration with Stripe and Paypal<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Powform allows integration with two of the most popular payment gateways across Europe and North America: Paypal and Stripe.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can add them to your form using our drag-and-drop feature, giving your consumers a complete, secure, and easy-to-use payment method. Check out our guide on how to implement them:<\/span><\/p>\n<p><a href=\"https:\/\/www.powform.com\/features\/payments\/secure-payment-stripe\"><span style=\"font-weight: 400;\">Secure Payment &#8211; Stripe<\/span><\/a><\/p>\n<p><a href=\"https:\/\/www.powform.com\/features\/payments\/form-fields-advanced-payment\"><span style=\"font-weight: 400;\">Secure Payment &#8211; Paypal<\/span><\/a><\/p>\n<h3><span style=\"font-weight: 400;\">Auto messaging and follow-up<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After your form is ready to use, you can export it as a Web App and automatically send it to clients. Or you can make it available to your clients through a link.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, you can use Powform\u2019s <\/span><a href=\"https:\/\/www.powform.com\/features\/messaging\/in-app-messaging-introduction\"><span style=\"font-weight: 400;\">In App Messaging<\/span><\/a><span style=\"font-weight: 400;\"> feature to create a template to keep your customers informed about their payment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, it is possible to create a message template telling your buyers that the amount has been charged to their credit card, a follow-up message letting them know that a receipt has been generated, a reminder about recurring invoices, and much more.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Customisation<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If needed, add any more fields necessary to ask more information about your clients or replace default information with specific details for your company.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, you can add your logo, a background and your brand\u2019s colours to make your invoice look more professional. This way, you can establish credibility with your consumers, making them feel safer and more comfortable sharing their information and credit card details.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Personal access<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you export your Web App, you can assign specific emails to get personal access to the form. Powform will immediately send the invoice to these email addresses along with the message you set up while exporting the form. If needed, you can also provide a direct link to the invoice form.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Easy information finding<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Don\u2019t waste your time searching for information about your clients in your inbox, Excel sheets or folders. You can quickly find any information about your clients through Powform\u2019s database, which allows you to filter out or find buyers with specific information.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for your customers.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-983 aligncenter\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/invoice-payment-application-multi-screen-mockups-3.png\" alt=\"invoice payment app\" width=\"994\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/invoice-payment-application-multi-screen-mockups-3.png 994w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/invoice-payment-application-multi-screen-mockups-3-300x217.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/invoice-payment-application-multi-screen-mockups-3-768x556.png 768w\" sizes=\"(max-width: 994px) 100vw, 994px\" \/><\/p>\n","featuredImages":[]},{"type":"image_right","title":"Build your own App","content":"<p><span style=\"font-weight: 400;\">This template is not static and you can customise it in any way you want to. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrate with Paypal and Stripe<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add or remove pages<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit, add or remove fields<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply conditional logic<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow your prospects to upload files<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Powforms have many features that allow you to make your invoice form ideal for your workflow. <\/span><a href=\"https:\/\/www.powform.com\/features\"><span style=\"font-weight: 400;\">Learn more about them here<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/invoice-app-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"invoice app","title":"invoice app","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/invoice-payment-app","age":"39 seconds ago","name":"invoice-payment-app","uniqueId":"64185d518d1be","metaTitle":"Invoice Payment Form Template \u2013 Fast & Secure Payments","metaDescription":"Simplify invoicing with Powform\u2019s payment form template. Collect payments securely and streamline financial transactions.","updated":1769873189,"status":"publish","order":0},{"id":965,"title":"Financial Wellness Assessment","content":"<p><span style=\"font-weight: 400;\">A Financial Wellness Assessment is a series of questions designed to assess an individual's overall financial wellness. With the answers provided, you know if they are capable of meeting their basic needs and managing money both short and long-term.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our template is complete, yet compact. Your client will take less than 5 minutes to fill it out. It\u2019s ready to be exported as a Web App, but it can be fully customised in our form builder.<\/span><\/p>\n","excerpt":"A Financial Wellness Assessment is a series of questions designed to assess an individual's overall financial wellness. With the answers provided, you know if they are capable of meeting their basic needs and managing money both short and long-term.\r\nOur template is complete, yet compact. Your client will take less than 5 minutes to fill it out. It\u2019s ready to be exported as a Web App, but it can be fully customised in our form builder.\r\n","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/future-financial-services-multi-screen-mockups-1-700x524.png","width":700,"height":524,"zoom":1,"alt":"future financial services multi screen mockups","title":"future financial services multi screen mockups","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"200","title":"Agriculture","description":"","metaTitle":null,"metaDescription":null,"term":"agriculture","count":7,"path":"\/templates\/industry\/agriculture","updated":1769873228,"status":"publish","order":"0"},{"id":"201","title":"Computing","description":"","metaTitle":null,"metaDescription":null,"term":"computer","count":7,"path":"\/templates\/industry\/computer","updated":1769873228,"status":"publish","order":"0"},{"id":"202","title":"Education","description":"","metaTitle":null,"metaDescription":null,"term":"education","count":9,"path":"\/templates\/industry\/education","updated":1769873228,"status":"publish","order":"0"},{"id":"203","title":"Energy","description":"","metaTitle":null,"metaDescription":null,"term":"energy","count":6,"path":"\/templates\/industry\/energy","updated":1769873228,"status":"publish","order":"0"},{"id":"222","title":"Financial Services","description":"","metaTitle":null,"metaDescription":null,"term":"financial-services","count":12,"path":"\/templates\/industry\/financial-services","updated":1769873228,"status":"publish","order":"0"},{"id":"204","title":"Food","description":"","metaTitle":null,"metaDescription":null,"term":"food","count":9,"path":"\/templates\/industry\/food","updated":1769873228,"status":"publish","order":"0"},{"id":"205","title":"General Retail","description":"","metaTitle":null,"metaDescription":null,"term":"retail","count":7,"path":"\/templates\/industry\/retail","updated":1769873228,"status":"publish","order":"0"},{"id":"206","title":"Healthcare","description":"","metaTitle":null,"metaDescription":null,"term":"healthcare","count":3,"path":"\/templates\/industry\/healthcare","updated":1769873228,"status":"publish","order":"0"},{"id":"207","title":"Manufacturing","description":"","metaTitle":null,"metaDescription":null,"term":"manufacturing","count":8,"path":"\/templates\/industry\/manufacturing","updated":1769873228,"status":"publish","order":"0"},{"id":"208","title":"Pharmaceutical","description":"","metaTitle":null,"metaDescription":null,"term":"pharma","count":3,"path":"\/templates\/industry\/pharma","updated":1769873228,"status":"publish","order":"0"},{"id":"209","title":"Telecommunications","description":"","metaTitle":null,"metaDescription":null,"term":"telecommunications","count":7,"path":"\/templates\/industry\/telecommunications","updated":1769873228,"status":"publish","order":"0"},{"id":"210","title":"Transport","description":"","metaTitle":null,"metaDescription":null,"term":"transport","count":11,"path":"\/templates\/industry\/transport","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":2030,"formId":"5f2e17aa-50f6-4b2d-8063-c58a14ad05b9","contentSections":[{"type":"image_left","title":"Sections of this template","content":"<p><span style=\"font-weight: 400;\">Our template evaluates key aspects of the relationship of your clients with money. This includes their current financial status, how they manage their expenses, how they feel about it, and more.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The sections are:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">About the client<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Credit<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Debts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Emergency fund<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Savings<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Spending habits<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Insurance and retirement<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Feelings about their situation<\/span><\/li>\n<\/ul>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/future-financial-services-right-left.png","width":667,"height":668,"zoom":1,"alt":"future financial services right left","title":"future financial services right left","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this Template","content":"<p><span style=\"font-weight: 400;\">A complete financial wellness assessment usually requires many questions, which makes it way too long to complete.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Better user experience<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In our template we use <\/span><a href=\"https:\/\/powform.com\/features\/conditional-logic\/conditiona-logic-general-rules\"><b>conditional logic<\/b><\/a> <span style=\"font-weight: 400;\">to make news questions appear depending on the users\u2019 answers. For example, secondary fields about debt will only appear if your clients confirm they are in debt.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This configuration shortens the time to fill out the form and makes your user\u2019s experience seamless, boosting your completion and retention rate.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Easy feedback<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you want to provide feedback or analysis for your users, you can use the Powform In App Messaging feature to send them Email or SMS messages. Also, it&#8217;s possible to create Email or SMS Message templates to make this task more efficient, easier and optimized.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Customisable<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You can freely modify this template using our form builder, which uses easy-to-use drag and drop functionality. With the form ready, you can personalise its appearance by inserting your logo, your brand\u2019s colours and a background.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for your customers.<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-968 size-full aligncenter\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/future-financial-services-multi-screen-mockups-1.png\" alt=\"future financial services multi screen mockups\" width=\"1018px\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/future-financial-services-multi-screen-mockups-1.png 1018w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/future-financial-services-multi-screen-mockups-1-300x236.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/future-financial-services-multi-screen-mockups-1-768x604.png 768w\" sizes=\"(max-width: 1018px) 100vw, 1018px\" \/><\/p>\n","featuredImages":[]},{"type":"image_right","title":"Build your own App","content":"<p><span style=\"font-weight: 400;\">This template is not static and you can customise it in any way you want to. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add or remove pages;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit, add or remove fields;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply conditional logic;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow your prospects to upload files;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Add branding according to your brand guidelines; and more; you can learn about our features <\/span><a href=\"https:\/\/powform.com\/features\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/future-financial-services-right-left.png","width":667,"height":668,"zoom":1,"alt":"future financial services right left","title":"future financial services right left","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/financial-wellness-assessment","age":"39 seconds ago","name":"financial-wellness-assessment","uniqueId":"64115d4f66c0d","metaTitle":"Financial Wellness Assessment Form | Free Template | Powform","metaDescription":"Use our financial wellness assessment form template to evaluate financial health, plan improvements, and track progress.","updated":1769873189,"status":"publish","order":0},{"id":891,"title":"Business Credit Account Application","content":"<p>Credit accounts are open accounts that buyers have with a supplier or store. This type of account lets the buyer make purchases and pay later. It's basically a no-interest account receivable.<\/p>\n<p>Our credit account application template is structured to make form filling as easy as possible. This template is ready-to-use, but can be customised in Powform's form builder.<\/p>\n","excerpt":"Credit accounts are open accounts that buyers have with a supplier or store. This type of account lets the buyer make purchases and pay later. It's basically a no-interest account receivable. Our credit account application template is structured to make form filling as easy as possible. This template is ready-to-use, but can be customised in Powform's form builder.","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/business-credit-account-application-multi-screen-mockups-700x524.png","width":700,"height":524,"zoom":1,"alt":"business credit account application multi screen mockups","title":"business credit account application multi screen mockups","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"201","title":"Computing","description":"","metaTitle":null,"metaDescription":null,"term":"computer","count":7,"path":"\/templates\/industry\/computer","updated":1769873228,"status":"publish","order":"0"},{"id":"202","title":"Education","description":"","metaTitle":null,"metaDescription":null,"term":"education","count":9,"path":"\/templates\/industry\/education","updated":1769873228,"status":"publish","order":"0"},{"id":"203","title":"Energy","description":"","metaTitle":null,"metaDescription":null,"term":"energy","count":6,"path":"\/templates\/industry\/energy","updated":1769873228,"status":"publish","order":"0"},{"id":"222","title":"Financial Services","description":"","metaTitle":null,"metaDescription":null,"term":"financial-services","count":12,"path":"\/templates\/industry\/financial-services","updated":1769873228,"status":"publish","order":"0"},{"id":"210","title":"Transport","description":"","metaTitle":null,"metaDescription":null,"term":"transport","count":11,"path":"\/templates\/industry\/transport","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":1837,"formId":"08310f9d-c838-4583-ae4d-e78b10164d2a","contentSections":[{"type":"image_right","title":"Sections of this template","content":"<p>In this template your client will find the following categories:<\/p>\n<ul>\n<li>Your clients\u2019 business info<\/li>\n<li>Credit details<\/li>\n<li>Counter sales info, if applicable<\/li>\n<li>Information about your client&#8217;s bank account<\/li>\n<li>At least 2 trade references<\/li>\n<li>Applicant\u2019s details and their signatures<\/li>\n<\/ul>\n<p>Our form builder allows you to change the name, description, and options of every page, field, and component.<\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/content-img1.png","width":667,"height":668,"zoom":1,"alt":"","title":"content-img1","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this template","content":"<p>Instead of having a lengthy form with all fields on only one page (which is tiresome for your prospects). We broke down the application\u2019s categories into different pages to improve your clients\u2019 experience.<\/p>\n<p>Don\u2019t present a generic form to your customers. Make sure your brand is recognisable to your clients by adding your logo and colors to the form.<\/p>\n<p>Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for our customers to complete.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-970 aligncenter\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/business-credit-account-application-multi-screen-mockups.png\" alt=\"business credit account application multi screen mockups\" width=\"989\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/business-credit-account-application-multi-screen-mockups.png 989w, https:\/\/support.powform.com\/app\/uploads\/2023\/02\/business-credit-account-application-multi-screen-mockups-300x220.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/02\/business-credit-account-application-multi-screen-mockups-768x564.png 768w, https:\/\/support.powform.com\/app\/uploads\/2023\/02\/business-credit-account-application-multi-screen-mockups-110x82.png 110w\" sizes=\"(max-width: 989px) 100vw, 989px\" \/><\/p>\n<p>This template is not static and you can customise it any way you want to. Import it into your profile, and open it in our easy-to-use drag and drop form builder to.<\/p>\n","featuredImages":[]},{"type":"image_left","title":"Build your own form","content":"<p><span style=\"font-weight: 400;\">This template is not static and you can customise it any way you want to. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add or remove pages;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit, add or remove fields;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply conditional logic;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow your prospects to upload files;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Add branding according to your brand guidelines; and more; you can learn about our features <\/span><a href=\"https:\/\/www.powform.com\/features\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/02\/content-img1.png","width":667,"height":668,"zoom":1,"alt":"","title":"content-img1","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/business-credit-account-application","age":"39 seconds ago","name":"business-credit-account-application","uniqueId":"63e39bce85165","metaTitle":"Apply for a Business Credit Account with Powform","metaDescription":" Use Powform\u2019s business credit account application form to simplify the process of requesting and managing business credit approvals.","updated":1769873189,"status":"publish","order":0},{"id":990,"title":"Student Loan Application","content":"<p><span style=\"font-weight: 400;\">Student loans help students cover educational expenses, which can be requested by current, previous or future students. The Application Form is an online and easy method of collecting borrowers\u2019 information to check if they are eligible for a loan<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As this type of loan can be requested by different types of clients for various purposes, this a flexible template that asks for basic information for them all. Check out how it works!<\/span><\/p>\n","excerpt":"Student loans help students cover educational expenses, which can be requested by current, previous or future students. The Application Form is an online and easy method of collecting borrowers\u2019 information to check if they are eligible for a loan\r\nAs this type of loan can be requested by different types of clients for various purposes, this a flexible template that asks for basic information for them all. Check out how it works!\r\n","images":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/student-loan-multi-screen-mockups-1-700x524.png","width":700,"height":524,"zoom":1,"alt":"student loan application","title":"student loan application","size":"form-template-item"}],"categories":[{"id":"14","title":"Forms","description":"","metaTitle":"Forms Help Center | Powform Support & Guides","metaDescription":"Need help with form creation? Explore Powform\u2019s Help Center for step-by-step guides, tips, and troubleshooting solutions.","term":"forms","count":9,"path":"\/templates\/forms","updated":1769873227,"status":"publish","order":"16"}],"tags":[],"industries":[{"id":"202","title":"Education","description":"","metaTitle":null,"metaDescription":null,"term":"education","count":9,"path":"\/templates\/industry\/education","updated":1769873228,"status":"publish","order":"0"},{"id":"222","title":"Financial Services","description":"","metaTitle":null,"metaDescription":null,"term":"financial-services","count":12,"path":"\/templates\/industry\/financial-services","updated":1769873228,"status":"publish","order":"0"}],"hitCounter":1696,"formId":"b858db1c-c521-4428-b107-4fa07926a3c1","contentSections":[{"type":"image_left","title":"Sections of this template","content":"<p><span style=\"font-weight: 400;\">The most relevant aspect of a student loan is to identify its purpose and collect data about the borrower&#8217;s profile. For that, this template contains the following sections:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personal information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Student information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Loan purpose<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Repayment terms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Confirmation and documents<\/span><\/li>\n<\/ul>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/student-loan-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"student loan form","title":"student loan form","size":"form-template-section-item"}]},{"type":"full_view","title":"Benefits of this template","content":"<p><span style=\"font-weight: 400;\">Apart from being easy to access and fill out, flexibility is the key to maximising the user completion rate of this type of application. Check out how our template provides this benefit.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Covers all profiles<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Although most people interested in a student loan are enrolled in a college or university program, it\u2019s possible that a borrower is a future student or was one in the past.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this template the fields are personalised according to the borrower\u2019s profile. For example, if the client is a recent graduate and needs to cover past-due tuition, he can select this option and specific fields for this kind of client will appear.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, the form changes depending on if a client is applying for standard graduation or post graduation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All of this flexibility is possible thanks to Powform\u2019s Conditional Logic (CL) feature, which you can learn more about <\/span><a href=\"https:\/\/www.powform.com\/blog\/no-code-apps\/conditional-logic-how-to-personalise-your-form-experience\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Instantly inform your clients about the requirements<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Not all types of borrower need to meet the same conditions to qualify for a student loan. In this template, we set up some examples of requirements if the loan is for standard graduation or post graduation. You can easily erase or alter these conditions according to your business&#8217;s policy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the Powform <\/span><a href=\"https:\/\/www.powform.com\/features\/messaging\/in-app-messaging-introduction\"><span style=\"font-weight: 400;\">In App Messaging<\/span><\/a><span style=\"font-weight: 400;\"> feature it\u2019s also possible to automatically send an email or SMS to your client as soon as they submit the application. Additionally, you can prepare emails and SMS templates to tell them if you need more information, more documentation, or if they are eligible or not for a student loan.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Fully customisable<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is not a static template, you can drag-and-drop fields asking for more information, change the fields, add more possibilities and profiles of students, and more.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say you want a section where the student&#8217;s guardian is the one requesting for a loan. On the first page you can ask if its borrower is a student or guardian, and add fields for their personal information.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">More credibility<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It is crucial for institutions of financial services to provide more credibility to their forms, since clients will feel more comfortable providing their personal information to you as a result.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For that, you can add your logo, brand\u2019s colours and background while exporting the form into a Web App. By doing that, your clients will know they&#8217;re filling in a legit and official form.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Exceedingly easy, fast and simple to use. Our process is as simple as 2 clicks: import this into your profile and export it as a dedicated Web App for your customers.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-992\" src=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/student-loan-multi-screen-mockups-1.png\" alt=\"student loan application\" width=\"1015\" srcset=\"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/student-loan-multi-screen-mockups-1.png 1015w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/student-loan-multi-screen-mockups-1-300x215.png 300w, https:\/\/support.powform.com\/app\/uploads\/2023\/03\/student-loan-multi-screen-mockups-1-768x550.png 768w\" sizes=\"(max-width: 1015px) 100vw, 1015px\" \/><\/p>\n","featuredImages":[]},{"type":"image_right","title":"Build your own App","content":"<p><span style=\"font-weight: 400;\">This template is not static and you can customise it however you want. Import it into your profile, and open it in our easy-to-use drag and drop form builder to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use the <\/span><a href=\"https:\/\/www.powform.com\/features\/file-uploads\/form-fields-advanced-file-upload\"><span style=\"font-weight: 400;\">file upload feature<\/span><\/a><span style=\"font-weight: 400;\"> to ask for documentation;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add or remove pages;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit, add or remove fields;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply conditional logic;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow your prospects to upload files;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">There are still many other features that can be used in the form creation dashboard to personalise this template! <\/span><a href=\"https:\/\/www.powform.com\/features\"><span style=\"font-weight: 400;\">Learn more about them here<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n","featuredImages":[{"url":"https:\/\/support.powform.com\/app\/uploads\/2023\/03\/student-loan-right-left-source.png","width":667,"height":668,"zoom":1,"alt":"student loan form","title":"student loan form","size":"form-template-section-item"}]}],"path":"\/templates\/forms\/student-loan-application","age":"10 months ago","name":"student-loan-application","uniqueId":"641db51796635","metaTitle":"Student Loan Application Form \u2013 Ready to Use | Powform","metaDescription":"Make student loan applications hassle-free with our customisable form template\u2014designed for efficiency and user-friendliness.","updated":1679670619,"status":"publish","order":0}]}